Triple Frond Partners
As of Q2 2026, Triple Frond Partners reported 13 long-equity positions worth $1.12B in aggregate.
Copy-investor backtest
- Latest quarter
- +9.56%
- 1-year
- +31.94%
- 3-year
- +88.38%
- 5-year
- +62.21%
- 3-year vs S&P 500
- +15.57%
- 5-year vs S&P 500
- -12.54%
- 5-year top 5
- +51.22%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 6 of 10 rows. Rows without a quote are marked unavailable.
| 1 | TWC | WARNER CABLE INC COM | 22.81% | - | 810,635 | $77.06M | No quote | No quote |
| 2 | HCC | INS HLDGS INC COM | 13.49% | - | 1,344,469 | $45.56M | $33.89 | No quote |
| 3 | PGR | CORP OHIO COM | 11.38% | - | 1,853,587 | $38.44M | $20.74 | No quote |
| 4 | SCHW | CHARLES CORP COM | 11.27% | - | 2,977,160 | $38.06M | $12.79 | No quote |
| 5 | CCL | CORPORATION PAIRED CTF | 10.69% | - | 991,435 | $36.12M | $36.43 | No quote |
| 6 | CCE | COLA ENTERPRISES INC COM | 9.74% | - | 1,051,849 | $32.89M | No quote | No quote |
| 7 | RNR | HOLDING LTD COM | 9.69% | - | 425,089 | $32.75M | $77.04 | No quote |
| 8 | RYAAY | HOLDINGS PLC SPON ADR | 7.72% | - | 809,000 | $26.09M | $32.25 | No quote |
| 9 | CRH | P L C ADR | 3.20% | - | 563,456 | $10.82M | No quote | No quote |
| 10 | GRFS | S A .................. SPON ADR | - | Sold | 0 | $0 | No quote | No quote |